CRD: 310925
Retirement Planning Consultants INC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-29-2020
- Office Locations
- 1
Office Locations
About Retirement Planning Consultants INC
Retirement Planning Consultants Inc is an advisory firm based in South Charleston, WV, led by President Eric J. Ayersman. The team delivers personalized retirement and financial planning for individuals and families navigating life transitions, including estate and insurance planning. Investment implementation emphasizes ETF-based portfolios alongside fixed income and mutual funds, guided by asset allocation and risk management. Custody through Charles Schwab.
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Owner & Executives
ERIC J AYERSMAN
President
- CRD
- #6061542
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,892,142 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,892,142 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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